You already hold their sales exports, GL detail and bank CSVs. CalGrid AI turns any of them into a client-ready analysis (trends, slow periods, outliers and dollar-sized recommendations) in under a minute. White-label, so it goes out under your firm's name.
CSV & Excel · First report free · No card required · Try it on a client file
Reconciliations and filings are table stakes, and clients price them that way. The work they will pay more for is insight: where the money is leaking, which day or product to fix first. Building that in Excel takes hours per client, so it rarely happens.
Any CSV or Excel export from the accounting, POS or e-commerce system your client uses. Messy files are fine: blanks, duplicates and numbers stored as text get cleaned first.
Trends, weak periods, outliers and top segments computed across every row, then explained in plain English. Ask the analyst follow-up questions before you meet the client.
Download a white-label PDF with no CalGrid branding, tag the report with the client's name, and send it with your engagement letter, your monthly close, or as a paid add-on.
Every figure is computed, not estimated, so you can defend it in the meeting.
Tick one box and the PDF drops every CalGrid logo and mention. Charts, findings and recommendations stay intact.
Tag each saved report with the client's name, so your account reads like a client list, not a pile of filenames.
Analyze up to 6 files in one session and get one report on how they differ: periods, locations or product lines side by side.
Duplicate transactions, blanks and text-formatted numbers are caught and fixed first, with a cleaned file you can download and tie back to your records.
Bill a one-page business review at $150 to a single client and Premium has paid for itself. Every client after that is margin. All prices in Canadian dollars.
Not on a white-label PDF. With the white-label box ticked (Premium), the PDF carries no CalGrid logo or name, so it goes out under your firm. Read-only share links do show CalGrid branding, so for client-facing work, send the PDF.
Any CSV or Excel file with a header row: sales exports, GL detail, bank and card statements, POS or Shopify orders, payroll summaries. Multi-sheet workbooks let you pick the sheet, and Google Sheets work by link. On Pro and Premium you can analyze up to 6 files together, such as this year against last year, or several locations.
CSV and Excel files are parsed and analyzed inside your browser. The raw rows are never uploaded. Only a computed summary (column names, totals, averages, trends and the most common values in each category column) is sent to generate the written analysis. The finished report is saved to your account so you can revisit it, and you can ask us to delete it at any time. Full details are in our privacy policy.
The statistics are computed across every row before the AI writes a word, and the narrative is required to cite those figures. Data problems such as duplicate rows, numbers stored as text and blanks are flagged and cleaned first, and you can download the cleaned file to check against your own working papers.
Plans are per login today. If your firm needs several seats, book a walkthrough below and tell us how many. We will work something out.
Yes. Your first full report is free, no card required. Run it on a real client file (or your own books) and judge the output. White-label PDFs and client labels unlock on Premium.
Tell us a little about your practice and we'll walk you through a report built from a real export, white-label PDF included. No prep needed.
Your first full report is free. No card, no call required.
Analyze - first report free